Wright Money Tips

Isaac Wright

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Wright Money Tips

Isaac discusses different aspects of financial planning.

29/12/2023

Where to Invest Your Next Dollar

Where to invest your next dollar The importance of having an emergency fund The benefits of paying off debt and high interest rate credit cards Taking advantage of employer match benefits for your 401(k)

13 min
15/11/2023

Things to Consider When Purchasing a Home

· How purchasing a home can impact your cash flow. · Why it’s important to have a clear picture of the expenses involved in purchasing a home. · Why renting may be a good option versus home ownership. · How your credit score can impact the type of mortgage you qualify for. · How a financial planner can help you integrate the purchase of a home into your overall financial and lifestyle plan.

15 min
16/10/2023

Charitable Contributions and Gift Planning

Charitable contribution and gift planning strategies Potential tax benefits How to make gift planning part of your financial or legacy plan How charitable contributions and gift planning can impact your favorite nonprofits

16 min
22/09/2023

An Overview of Medicare

Wright Money Tips

11 min
24/08/2023

Annuities as an Investment Option for Retirement

The definition of an annuity and its benefits as a financial product The different types of annuities that are available How an annuity serves as a contractual guarantee How annuities can help generate future income in retirement Why consider an annuity as an investment option How working with a financial professional can help you with this investment option as part of your overall retirement plan

13 min
28/07/2023

How Investing in an IRA Can Help You Prepare for Retirement

The differences between a traditional IRA and Roth IRA The tax advantages of an IRA Converting your workplace retirement accounts How diversifying your portfolio can help you prepare for retirement The benefits of working with a financial professional

12 min
15/06/2023

Starting a New Job

Employer benefit packages Life insurance plans How changes to your income and impact your budget The fundamentals of financial planning

10 min
19/05/2023

Reviewing Your Beneficiaries

The importance of naming beneficiaries. What happens if there are no beneficiaries listed. Why you should alert each beneficiary of being named on an account. Why it’s important to have updated contact information on file. Recommendations on how often you should update your beneficiary list. How beneficiaries work on your accounts relative to a Will or a Trust.

10 min

Isaac discusses different aspects of financial planning.

Creator

Isaac Wright
Years Active

2020 - 2023
Episodes

47
Rating

Clean
Show Website

Wright Money Tips